Financial Advising near Wantagh, NY
30 locations found near Wantagh
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Financial Advising
Financial Advising
“I have been working with Jeffrey C Lewis of Planning Financial Futures Inc.for the last 9 years. This collaborative partnership has been very positive and rewarding during good times as well as during recent difficult times. Jeffrey is a good listener and works with his customer on a one on bases and with the best interests of his clients needs and forward looking objectives. Jeffrey is always available and returns messages and calls without delay and is always well prepared when scheduled portfolio review calls take place. Overall we are very well taken care of and in good hands with Jeffrey and Planning Financial Futures Inc.”
Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“Initially I wasn't sure what to expect. I was a bit hesitant about sending $600 to someone I had never even met except over the phone and a web site, but it turned out to be money well spent and I'm super happy. Along with a 17-page analysis, Tom spent 35 minutes with me on the telephone. He answered all of my questions clearly, concisely, and in language I could understand, and he kindly offered to remain available in the future if other questions pop up. It was money well spent and gives me peace of mind that I can retire knowing what my social security income and my wife's survivor benefits will be.”
Financial Advising
“Jimmy was very prompt in his responses. The only thing i would add is to somehow make a feature where users are alerted when something is awaiting a response within the portal. I wasn't aware that my actions were needed on something as i hadn't logged into the portal after a couple of days.”
Financial Advising
“I use Hyton Accounting for both my business and personal accounting. Winnie's attention to detail gives me peace of mind knowing that my book keeping and finances are well cared for. I highly recommend her.”
Financial Advising
“Bob & Chris are very knowledgeable and helpful. I was a bit skeptical at first as I'm very skeptical with my money, but they both were very reassuring and professional. Since I've met them, I've been with them for almost 4 years now and I am very happy with the services provided. If you're looking to invest or need help with financial planning, I highly recommend giving them a call.”
Financial Advising
Financial Advising
“I work in the financial industry and my family and I have been clients of AG Morgan since its inception. From day one we have felt extremely comfortable in this exquisite boutique setting, and have enjoyed the personal touch of the AG Morgan staff. They continually provide us with patient education, guidance, zero-pressure decision making, and affordable safe options for investment that we have relied upon, and benefited from, countless times. The highest value in a partnership with AG Morgan is getting advice from someone who you trust, that knows you and understands your goals intimately. We would never go anywhere else.”
Financial Advising
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
Financial Advising
“I highly recommend signing on with Ronald and The Fine Art Investment Group of America! I have been consulting with Ronald regarding my Art interests for a year now. I had originally found The Fine Art Investment Group of America – through a friend, and was looking for someone local and trustworthy. I'm happy to pass along my recommendation along with the others who have also said great things!During my first consultation with Ronald, I found him very personable, easy to understand and a straight shooter.”
Financial Advising
“Decided to condense our money into a little bit simpler place even though they say don't put all your money in one spot which we didn't but we did condense a couple of places to this one and I can actually say I like the results I am getting is a good financial firm you get a good percentage back on your money so if anybody's looking for something to put their money into other than the bank because you get nothing at the bank interest wise look into this place you won't be disappointed”
Financial Advising
“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide. He referred me to someone who could without a second thought or sales pitch. To me, this speaks VOLUMES about his character and professional values and I'll be using and recommending him for any future needs.”
Financial Advising
“We went to pinnacle tax in Seaford in ny for help from Kevin battcher about my friend Barbara concerning unemployment fraud using Barbara’s identity to collect in which someone collected $12k from New York StateKevin did a job in reporting Freud and sending proper documents to the department of labor so that they can investigate what account the money was sent toThank god for Kevin help Barbara’s name will be clearedKevin is amazing at the work he does to help peopleThank you so muchBarbara and mike”
Financial Advising
“Several years before my retirement, Fidelity helped set up a cash flow plan. Even after my retirement, Fidelity has stayed with me and tweaked the plan as needed. As a result, I'm having a wonderful retirement!”
Financial Advising
Financial Advising
“Knowing Mrs Emily Alison has been a blessing to Me, my family and friends, there's no disputing the fact that she is the best account manager ever. I just made another withdrawal few moments ago, it was so great this is really an opportunity knowing you wow friends I can't be so selfish enough to enjoy this blessing alone you can always contact her directly so she can help you too. She is ready to show you how you can trade and make profit, I'm a living testimony I invested $1000 and I got my profit today after 5 days trade I made a withdrawal of $13,600 as my profit in return wow I'm so happy believe me friends it works 100%. try her and see the blessing. contact her today”
Financial Advising
Financial Advising
Open 24 hours
425 Broadhollow Rd, Melville
Financial Advising
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
Financial Advising
“Since I am planning an overseas trip I did a little research and found the travel community raves about the ATM features of Charles Schwab's checking account with good reason. They reimburse you ALL ATM fees and NO foreign transaction fees (when you take money out in another currency). In general I found you usually get the best exchange rates withdrawing funds directly from your bank account instead of exchanging money at the booths you find in airports/cities around the world, or bringing a wad of dollars to a bank. That alone was the main reason for opening an account, but I also found they have 24 hour customer service. It is US based and knowledgeable. You can also chat online so no need to speak on the phone. I did find they tend to ask questions about your investment plans and do try to steer you towards their investment products. To open a checking account you also need to open a brokerage account, but there are currently no requirements to fund it. You may want to. In looking over their investment options they have some competitive expense ratios on their mutual funds and ETF as low as .03% beating the low cost investment leader, Vanguard in some categories. Stick with the no transaction fee funds and ETFs, because the ones with fees are pretty high. The fine print states that expense ratios can change at any time, but as of now that is some of the very lowest around. Truly pleasantly surprised by my experience so far. Hoping the good vibes continue when I travel over the summer and actually use my ATM privileges.”
Financial Advising
Financial Advising
Financial Advising
“I first spoke with a gentleman in September of 2021 regarding funding for my business. At first, we working on the file for about a month trying to get us funding. After a few attempts it turned out we couldn't qualify due to my credit but after a few follow ups and steps to improve my credit, we were able to secure a loan a few weeks before Christmas which was amazing and much helped by the loan officer that was in charge of my account. Without their help and their constant follow-ups I would have not been able to secure the loan and keep my company afloat. Sometimes it was tough with the calls but at the end of the day we got it done. My experience felt like a long process but there was clarity at the end of it and I would recommend them based of customer service alone.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I had issues with one of the big companies doing my taxes. Everything was a mess, and nothing can be found. Joe was very helpful and patient. The service he provided was worth every penny and more. Thank you very much for your help in fixing this big issue I had. I would highly recommend Joe for all your tax needs.”